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Job Title: Private Wealth Services Tax Senior Associate

Job Location: Chicago, IL

Job Type: Full Time

Job Description:

Manage client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget.
Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes.
Interact closely with client's other advisors, such as attorneys and financial managers.
Review prior year tax returns to look for potential errors, inconsistencies, planning opportunities, etc. Identify and capitalize on opportunities to sell tax services.
Research tax matters, primarily in the federal estate, gift, charitable, and generation-skipping tax arenas.
Proactively interact with key client management to gather information, resolve tax-related problems, and make recommendations for business and process improvements.

Requirement:

A minimum of 2 years of progressive tax consulting and compliance in Family Wealth Planning, or related area, in public accounting or consulting.
Experience in preparing and reviewing complex estate, trust, and individual returns.
Must be eligible for CPA or hold law license.
Must have a at least 2 years of recent public accounting experience.

Global Network Technologies

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